Financial Advisor with Existing Client Base

Advising and supporting customers as a self-employed sales agent (under §84 HGB) in sales for Wüstenrot Bausparkasse AG in Velbert.

• Advise and support customers according to their needs on the four building blocks of modern provision: security, home ownership, risk protection and wealth building
• Develop advice concepts for all provision topics and derive concrete offers
• Actively expand your customer network and maintain customer relationships
• Increase your personal profile with sales-promoting activities

• Enjoy sales work that you can organize independently and freely in terms of time
• Expertise in building savings, building finance, insurance, investment funds and savings products
• Professional, solution-oriented advice
• Flexible, independent way of working, setting priorities, strong organizational skills
• Commercial training as a bank clerk or comparable qualification; ideally at least two years of sales experience in financial services